relocation-planner

Installation
SKILL.md

relocation-planner

A thin orchestration layer over the planfi MCP (https://ai.planfi.app/mcp/free). All math + financial logic live server-side. This skill only gathers inputs and calls the tools — it does not compute anything locally, carries no business logic, math, or defaults, and is read-only (it never changes the user's data). The server is the source of truth.

Step 0 — Make sure the planfi tools are connected

This skill uses these tools (may be namespaced, e.g. mcp__planfi__generate_financial_plan): analyze_relocation, analyze_multi_state_part_year_tax (the transition-year / part-year split), plus optional generate_financial_plan (to mint a plan_id for chaining + a share_url). Use whichever name your environment exposes (bare or mcp__planfi__-prefixed); below they are written bare.

If they're NOT available, tell the user to connect the MCP, then continue:

claude mcp add --transport http planfi https://ai.planfi.app/mcp/free
Installs
1
First Seen
Jul 5, 2026
relocation-planner — kameronkales/planfi-skills